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ABSTRACT

METHOD AND APPARATUS FOR INCORPORATING USER-ADDED DATA BASE, REPORT SPECIFICATION, AND CALCULATION PROGRAM INFORMATION INTO PROGRAMS FOR A COMPUTER THAT ARE CUSTOMIZED IN ACCORDANCE WITH RESPONSES TO A QUESTIONNAIRE. USER-ADDED PROGRAM INFORMATION IS ESPECIALLY IDENTIFIED AND SUPPLIED TOGETHER WITH THE RESPONSES TO THE QUESTIONNAIRE FOR VERIFICATION. THE RESPONSES ARE CHECKED IN ACCORDANCE WITH VERIFICATION INSTRUCTION, NONE OF WHICH ARE DIRECTED TO THE ESPECIALLY IDENTIFIED PROGRAM INFORMATION. THE VERIFIED RESPONSES ARE EMPLOYED TO SELECT AND MODIFY CUSTOMIZING INSTRUCTIONS WHICH, IN TURN, DELETE, SELECT, AND MODIFY PROGRAM STATEMENTS. THE ESPECIALLY IDENTIFIED PROGRAM INFORMATION TOGETHER WITH CERTAIN OF THE PROGRAM STATEMENTS ARE SORTED INTO A SEQUENTIAL ARRANGEMENT AND ARE CHECKED FOR CONSISTENCY AND FOR AGREEMENT WITH ANY PRIOR STORED INFORMATION. THE PROGRAM INFORMATION AND SELECTED PROGRAM STATEMENTS ARE THEN SORTED INTO FINAL OUTPUT FORMAT AND SUPPLIED AS FINAL OUTPUT.

DEFENSIVE PUBLICATION UNITED STATES PATENT AND TRADEMARK OFFICE -I uliliaited at the request at the applicant or owner in accordance with the Notice of Dec. iii. 196i). 869 0.0. 687. The nh'ttrnctn ot Defensive Publication applications are identified by distinctly numbered aerlearand are arranged chronologiatily. The hrmlln: of each abstract indicates the number or pages or specification. including claims and sheets at drawings contained in the application as originally tiled. The liiea of these a plication" are available to the public for inspection and reproduction may be purchased tor 30 cents a sheet.

Defensive Publication applications have not been examined as to the merits of alleged invention. The Patent and Trademark Odlce rnsites no assertion as to the novelty ot the disclosed subject matter.

illiLih'liiCi) NOVEMBER 4, 1975 Hill (Hi. .3

40.002 METHOD AND APPARATUS FOR PRODUCING CUSTOMIZE!) AND USER-ADDED PROGRAM- MING INFORMATION Donald 1. Costa and Barry D. I'lntz. San Jose. George E. Esperaen, Los Gatos. Edward A. Lane. San Jose, Ernest ll. Maalabtarn, Boulder Creek. Jack I. Mumford, Saratoga, and Edward H. Nelson. San Jose. Cali! Frank John Fcssdt, Bartingtota. Ill and Richard W. Wright. Mariton, NJ assignors to International Business Machines Corporation. Annonk. N.

Continuation of application Ser. No. 313.910, Dec. ll. 1972. which is a continuation of apmication Ser. No. 99,492, Dec. 18, 1970. m appllca n Nov. 9, 1973, Ser. No. 414,550

Int. Cl. G06! 9/16 US. Cl. 444-! 19 Sheets Drawing. 50 Pages Specification Method and apparatus for incorporating user-added data base. report specification. and calculation program information into programs for a computer that are customized in accordance with responses to a questionnaire. User-added program information is especially identified and supplied together with the responses to the questionmin: for verification. The responses are checked in accordance with verification instruction. none of which are directed to the especially identified program information. The verified responses are employed to select and modily customizing instructions which. in tum. delete, select. and modify program statements. The especially identified program information together with certain of the program statements are sorted into a sequential arrangement and are checked for consistency and for agreement with any prior stored information. The program information and selected program statements are then sorted into final output format and supplied as final output.

Nov. 4, 1975 D. J. COSTA a a1. T940,0U2

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. 1973 Sheet 1 of 23 30% START S V S 44 15 46 VERiFhI-ITZON 1 1 1 32 READER PUNCH PRINTER v cusTofi-szmc 33 LIILZS 2l- 22- 23- PROCESSifiG V. ilijy m r cusToxzrluc.

CONTROL 5- CONSOLE UN CONSISTENCY cum H. H I Mpx CCENTRAL w 55 2 PROCESSING -I- DIRECT 4 um; 9 DIRECT FINA}: ACCESS $EL 55L. 1 ACCESS OUTPUT STORAGE CH 1 CH 2 STORAGE PROCESS FIG. 2

CARD READER REPORT al H0? CALCULATIONS F7175? m? i SPEEFF IEEnONS CUSTOMIZING'. I

DATA LIN E S/ l 4405 BASE 1 l l 44-1 STATEMENT -4 LINKS MODELS \CUSTOMIZING V i QDTISISTEHCY SYSTEM'S l S S DE ELJ TEMPORARY L. 9 A

H21 PRINTER I Ill H7170}! 5.

FINAL H DER 6 if??? SYSTEM AND T MIZ D RGE E. SP RsEN LJROR MESSAGES CUS 0 E 252% J F NDT OUTPUT EDWARD A. LANE ERNEST H. MASHBURN JACK B MUMFORD EDWARD H. NELSON RICHARD W WRIGHT MODEL TRANSLATION ATTORNEY Nov. 4, I975 D. J. COSTA ct aI.

Original FiIcd Nov. 9. 1973 FIG 43 FIG IIbI

Sheet 2 of 23 GET FILE 23 RECORD STORE RECORD IN PRIORITY I OIP AREA I I63 BEGIN I I6? IIb4 IIBI FETCH MAC l2 A LINK OR I I67 RECORD NO. Es I OPEN FILES CONTROL BREAK7 I I T I I Isb' I I12 GET FILE 23 TEST FOR RECORD FORwIT RECORD FIG I I I3 I 156 IN! TIAL I ZE, PRIORITY NO I TABLE I INDEX cOOE I v REGISTER STORE l /P I I5 RECORD IN 0/! ,,.I I56 IORK AREA FIG. 4A

Nov. 4, 1975 D. J. COSTA ct a1.

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING Original Filed Nov. 9. I973 INFORMATION STORE RECORD IN PRIORITY 2 IORK AREA 2 ATA AGREE IITH PR l DATA? ADJUST DIP AREA ACCOROINGLY AND GENERATE ERROR NOTES PREVIOUS RECORD A FORMAT 2? Sheet 3 of 23 PUT UPDATED DRMAT I RECORD PUT UPDATED ORMAT 2 RECORD LOOK UP CODE RECORD IN TABLE I MOVE DATA To FORMAT 6 0 9 AREA ADVANCE TABLE I BASE REGISTER GET DATA LIBRARY USE FORMAT 3 AREA DATA LIB REC FORMAT 37 PUT FORMAT 6 FIG. 48

ADD TO COUNTER FOR LINE COUNT IZII PUT FILE 24 FORMAT b Nov. 4, 1975 D. J. cOsTA ct a1. T940,002

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. 1973 Sheet 4 of 23 I I 73 FIG RECORD A STORE l /P FORMAT I 7 RECORD IN OIP IORK AREA F I6 I lb I IAS THERE A LINK NO. CTL

BREA I221 00 NE! A YES OIP FIELDS AGREE 1232 FIG I228 UPDATE FIELDS- PRINT ERROR MESSAGES FIG. 5

Nov. 4, 1975 D. J. cosn CI aI. T940,002

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. I973 Sheet 5 of 23 IS DO 0- THERE A PR NO L A F ILE 3 IITH SAME 23 RECORDS L INK N0 AGREE I24u I246 l S FILE 23 l [P RECD IS ALL DATA MOVE RECORD TO PRIORITY 3 PRIOR I TY 4 IORK IN PR 3 AREA ACCURATE IZM YES FIG I206 5 STORE IN FILE 24 FORMAT 2 O/P I 250 I lb I AREA SEARCH DATA LIBRARY FOR MATCHING LINK I259- ANY BLANKS IN FILE 23 I25! RECORDS IA? MATCH YES 2 3 FCIJND' I MOVE DATA FROM LIBRARY T0 O/P I 254 AREA ARE THERE NO ANY BLANK I216 FIELDS 4| IZSb LIINRECI OIP AREA AND GENERATE ERROR 255 RSI.

PRINT ERROR MESSAGE A FILL.

BLANKS IITN CONSTANT ,I 259 ll l FIG I Nov. 4, 1975 D. J. COSTA cl a]. T940,002 METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov 9. 1973 Sheet 6 of 23 BEGIN CNTRL I I305 START END OF FILE 303 0R PADDING INITIALIZATION I BA I Al I301 MOVE CURRENT LINK TO HOLD 30a AREA UPDATE TO NExI LINK all LINTRL 2 DETERMINE ROUTINE FOR PROCESSING nus LNK I320 I302 RTOO FIG oA Bl I READ FILE 2 F RTO4 FIG. A an RTO FIG A B2 RTOb FIG 9 a3 RTO? FIG f3:

moa FIG D as FIG. 7

Nov. 4, 1975 D. J. COSTA a a1. T940,002

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. 1973 Shcct 7 of 23 8352 I323 RTO AA 1 V 81 BUILD MODEL 8A STATEMENTS FOR 83 ROUT o0 INPUT ANo ROUT o1 OUTPUT TABLES ROUT O! I 3b0 ROUT 00 OUTPUT MODEL YES CORRECT STATEMENTS A PHASE IN RECORD TITLE CORE? ANo PROGRAM NUMBER 1343 I354 3b! f f CHECK FOR VALID CLEAR TABLES NUMBER AND FETCH 408 AND IORK AREAS APPLICAT ION CODE ROUT 00A !345 FIRST TIME SIITCH I35! CLEAR TABLES AND IORK AREAS tHkUk ME E'Sui limb-q FIG. 8A m Nov. 4, 1975 D. J. COSTA ct a1.

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. I973 ROUT 02 ROUT 02 f 370 RECORD LAST LINE AND LINES ON PAGE INFORMATION FIG I306 FIG. 8B

Sheet 8 of 23 ROUT o3 ROUT 03 I375 NO VALID RCO cos mo FEED IND RECORD LINK INFORMATION FIG ERROR MESSAGE RECORD INFO USING DEFAULT OPTIONS Nov. 4, I975 D. J. COSTA ct a1.

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING Original FIlCd Nov. 9. I973 ROUT O4 ROUT 04 VALID RCD RECORD CONTROL FIELD AND RCO CODE F IG k ERROR MESSAGE FIG INFORMATION Sheet 9 of 23 ROUT O5 ROLIT Q5 CHECK FOR AL ID STACKER OUTPUT CONDIT l 5 AND RCD CODE YES IQQI

RECORD INFORHAT ION FROM LINK ERROR MESSAGE RECORD INFO USING DEFAULT OPT IONS FIG. 9A

Nov. 4, 1975 D. J. COSTA ct a1. T940,0()2

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. 1973 Sheet 10 of 23 ROUT 06 now 06 VALID CHAR I402 REFERENCE CODE I40I RECORD LINK I INFORMATION RECORD INFORMATION l4l2 [I 403 USING DEFAULT 7 OPTIONS 14 FIG I306 7 ERROR MESSAGE 7 v I I6 FIG. 9B

Nov. 4, 1975 D. J. COSTA ct a]. T940,002

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. I973 Shcci ll of 23 ROUT o1 RDUT 0 DETERMINE OUTPUT TYPE i420 CODE .2

SET uP RECORD um OUTPUT SKIF'PING AND 2| SPACING CHARACTERS CHECK SPAC INC.

SK IPPINC AND i422 OUTPUT ERROR MESSAGE INDICATOR OUTPUT RECORD FIG. 9C

Nov. 4, 1975 D. J. COSTA a a1. T94(),()02

METHOD A PPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. I973 shw 12 of 23 ROUT 0B ROUT 06 CHECK FOR VALID PRINT P05. AND REFERENCE cOOE DETERMINE IF RPG LABELS E IN DATA DICTIONARY ERROR MESSAGE FLAG RPG ERRORS I435 l FIG L. SET UP I439 ACCUHULATOR LOGIC IF NEEOEO I FIG. 90

Nov. 4, 1975 D. J. COSTA a a1. T940,002

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND ussmwnan PROGRAMMING INFORMATION Ongma] Fxlcd Nov. 9, 1973 Sheet 13 of 23 ROUT 09 Ram 09 DETERMINE RELATED LINE -145O sET u HEADER POS I T 10: FOR USER I400 couuENTs sET UP DQPFLD COMMENTARY 14a! MODEL. DOPFLD 00494 STATEMENTS CREATE TYPE 1 AND 5 MODEL -I45| STATEMENTS OUTPUT MODEL STATEMENTS lFlGliBOb FTC. 30b

FIG. 10

Sheet 17 of 23 Nov. 4, 1975 D. J. COSTA m a1.

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Original Filed Nov. 9. 1973 8 mqme m v. x x mama ENE 4. U 5 U 1 U i .U ii U .35 U 53A .3 U .1 m 2 Wm Fm 2; Sm fix SW SW SW SW u 9 l P 7- 9 l 9 l 9 l P l 9 l 0' l G .1 w a: a A. T I21 .2 2: nn QQ n. e a nn 8 0n 2 mm OH 2 0- HF O m 0 a M. @9 .1 2 m 3 m 2 1: 1 2 m .8 momouwm CI: 0&6 x fim me 03M c m c2395:- A a Q O OE i a Nov. 4, 1975 D. J. COSTA ct a]. T940,002

METHOD AND APPARATUS FOR PRODUCING CUSTOMIZED AND USER-ADDED PROGRAMMING INFORMATION Sheet 18 of 23 N* 1 -nn-nh.oo M QAJ-QJQCc nom a 81.: 3;: 2 2.- 3 :2. S U 5:. 33 U 298.9: N 7 Ill! \0 V w mm 3 mm 3 1 on m A p mm p m m p fi M II... m j Ti T: o. R 8 2 E m N ouoc m E m Youom M I hDmhDO F .QAED oa h m .1 W 5200 Show .n n q n h 0 III a n A n G n A a a a A u q MQQQ A 0 Simon. a2. :53:

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